# How to view all "Chart of Accounts" in Xero Integration?

> If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in…

- Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-view-all-chart-of-accounts-in-xero-integration
- Section: Payments / Invoices & Estimates
- Reading time: 1 min
- Images: 6, each explained below
- Modified on Fri, 29 Aug, 2025 at 3:12 AM

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If you are unable to view your **Chart of Accounts** in your CRM after connecting with Xero, follow the steps below to enable it.

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## Step 1: Go to Settings in Xero

-   From your Xero dashboard, select your organization.
    
-   Click **Settings** from the dropdown menu.
    
    
![Step 2 of 2: Click Settings from the dropdown menu](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650330/original/5_XZCY86_ZHc2dPXrhldibblRqN87dogZA.png)

**Step 2 of 2: Click Settings from the dropdown menu**

This screenshot accompanies step 2 of 2 in the "Step 1: Go to Settings in Xero" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you click Settings from the dropdown menu. For context, this section explains: From your Xero dashboard, select your organization. Click Settings from the dropdown menu.
- What to choose: Click Settings from the dropdown menu.
- Controls: Settings

Full procedure:

1. From your Xero dashboard, select your organization.
2. Click Settings from the dropdown menu.  <- this image

    

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## Step 2: Open Advanced Settings

-   In **Organization settings**, scroll down and click **Looking for advanced settings?**
    
    
![Step 1 of 1: In Organization settings, scroll down and click Looking for advanced…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650367/original/jBCzMxCrQomq1eUS8pNZtOUgBhzh22z9DA.png)

**Step 1 of 1: In Organization settings, scroll down and click Looking for advanced…**

This screenshot accompanies step 1 of 1 in the "Step 2: Open Advanced Settings" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you in Organization settings, scroll down and click Looking for advanced settings?
- What to click: In Organization settings, scroll down and click Looking for advanced settings?
- Controls: Organization settings

    

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## Step 3: Access Chart of Accounts

-   Under **Advanced Accounting**, click **Chart of accounts**.
    
    
![Step 1 of 1: Under Advanced Accounting, click Chart of accounts](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650378/original/xKkZ8mHLKOSt3o5JuFCY_pOU-V_6JpdnPg.png)

**Step 1 of 1: Under Advanced Accounting, click Chart of accounts**

This screenshot accompanies step 1 of 1 in the "Step 3: Access Chart of Accounts" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you under Advanced Accounting, click Chart of accounts.
- What to click: Under Advanced Accounting, click Chart of accounts.
- Controls: Advanced Accounting, Chart of accounts

    

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## Step 4: Select the Relevant Account

-   From the list of accounts, choose the account you want to connect (e.g., _Prepayments_).
    
-   Click to **Edit the details of this account**.
    
    
![Step 2 of 2: Click to Edit the details of this account](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650391/original/jbHFs4sPiZLTfRSD3pueoBxuMUYgOID8dg.png)

**Step 2 of 2: Click to Edit the details of this account**

This screenshot accompanies step 2 of 2 in the "Step 4: Select the Relevant Account" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you click to Edit the details of this account.
- What to click: Click to Edit the details of this account.
- Controls: Edit the details of this account

Full procedure:

1. From the list of accounts, choose the account you want to connect (e.g., Prepayments).
2. Click to Edit the details of this account.  <- this image

    

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## Step 5: Enable Payments for the Account

-   In the edit popup:
    
    -   Tick ✅ **Enable payments to this account**.
        
    -   Click **Save**.
        
        
![Step 2 of 2: Click Save](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650409/original/hGFDs2N5-dDy7YwODn13cQrfz_fUPSys4g.png)

**Step 2 of 2: Click Save**

This screenshot accompanies step 2 of 2 in the "Step 5: Enable Payments for the Account" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you click Save. For context, this section explains: From the list of accounts, choose the account you want to connect (e.g., Prepayments). Click to Edit the details of this account. This part of the guide covers 1 field, listed below.
- How to confirm: Click Save.
- Fields: In the edit popup:
- Controls: Save, Enable payments to this account

Full procedure:

1. Tick ✅ Enable payments to this account.
2. Click Save.  <- this image

        

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## Step 6: Connect in CRM

-   Go back to your CRM Xero integration.
    
-   Under **Connected Account**, select the account you just enabled (e.g., _Prepayments_).
    
    
![Step 2 of 2: Under Connected Account, select the account you just enabled (e.g…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650454/original/gnKyh9uVAVrjp1XMuFF9QxOSivfo0RJgaw.png)

**Step 2 of 2: Under Connected Account, select the account you just enabled (e.g…**

This screenshot accompanies step 2 of 2 in the "Step 6: Connect in CRM" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you under Connected Account, select the account you just enabled (e.g., Prepayments).
- What to choose: Under Connected Account, select the account you just enabled (e.g., Prepayments).
- Controls: Connected Account

Full procedure:

1. Go back to your CRM Xero integration.
2. Under Connected Account, select the account you just enabled (e.g., Prepayments).  <- this image

    

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✅ Once done, your Chart of Accounts will now be visible and ready to use in your CRM.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com